MG

Markel Group Portfolio holdings

AUM $12.3B
1-Year Est. Return 15.66%
This Quarter Est. Return
1 Year Est. Return
+15.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.16B
AUM Growth
+$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$9.9M
2
+$8.94M
3
+$8.26M
4
GE icon
GE Aerospace
GE
+$4.06M
5
INTC icon
Intel
INTC
+$3.62M

Top Sells

1
+$23.4M
2
+$10.6M
3
+$6.22M
4
BK icon
Bank of New York Mellon
BK
+$5.24M
5
BRSL
Brightstar Lottery PLC
BRSL
+$2.75M

Sector Composition

1 Financials 31.52%
2 Consumer Discretionary 15.29%
3 Consumer Staples 13.96%
4 Healthcare 11.98%
5 Industrials 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.9M 0.38%
95,000
+19,000
52
$11.5M 0.36%
731,256
53
$11.4M 0.36%
162,900
-200
54
$11.3M 0.36%
235,000
-5,700
55
$10.8M 0.34%
130,300
56
$10.3M 0.32%
2,240,000
+2,160,000
57
$9.98M 0.32%
114,500
58
$9.79M 0.31%
106,000
+28,000
59
$9.76M 0.31%
166,500
60
$9.47M 0.3%
240,800
61
$9.41M 0.3%
114,400
-200
62
$9.27M 0.29%
299,994
+62,159
63
$8.94M 0.28%
+217,000
64
$8.83M 0.28%
185,500
+43,000
65
$8.76M 0.28%
94,400
66
$8.66M 0.27%
140,000
67
$8.1M 0.26%
167,000
+29,000
68
$8.04M 0.25%
332,413
69
$7.33M 0.23%
155,000
+5,000
70
$7.06M 0.22%
290,000
+50,000
71
$6.98M 0.22%
196,000
+61,000
72
$6.95M 0.22%
200,000
+70,000
73
$6.87M 0.22%
150,900
74
$6.68M 0.21%
80,000
75
$6.26M 0.2%
314,000
+16,000
1 2
3
4 5